Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Ufcw-Giant Variable Annuity Fund Pension Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 9,542
- Participants Very large workforce
- 85th
- Percentile by assets National rank
- $5,515
- Avg per participant Low balance/head
Official DOL plan name: Ufcw-Giant Variable Annuity Fund · Sponsored by Board of Trustees Ufcw-Giant Variable Annuity Fund · Maryland · Finance & Insurance
$53M in assets, 9,542 participants
Board of Trustees Ufcw-Giant Variable Annuity Fund's Ufcw-Giant Variable Annuity Fund reported $53M in total assets and 9,542 participants in its 2024 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,529 in Finance & Insurance (8,549 peers)
Coverage in Maryland
Ufcw-Giant Variable Annuity Fund covers 9,542 participants in Maryland, 10x the typical Maryland plan (state average ~929 per filing). Assets: $53M.
- #6,529
- in Finance & Insurance (8,549 peers)
- +31.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Ufcw-Giant Variable Annuity Fund's outsized position by total assets
Ufcw-Giant Variable Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,625,724 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ufcw-Giant Variable Annuity Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw-Giant Variable Annuity Fund lands in the large band (9,542 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw-Giant Variable Annuity Fund end-of-year assets rose from $40M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Ufcw-Giant Variable Annuity Fund reported net income rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Ufcw-Giant Variable Annuity Fund reported participants rose from 9,179 in the plan year 2023 filing to 9,542 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 862048100 · Board of Trustees Ufcw-Giant Variable Annuity Fund PY 2024 · Defined Benefit (Pension)
Ufcw-Giant Variable Annuity Fund · $53M · 9,542 · 85th
- BOOK $53M
- BOOK 9,542
- BOOK 85th
- BOOK Defined Benefit (Pension)
- BOOK near Velocity Credit Union Pension Plan
- BOOK ind #6529
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Maryland →
Ufcw-Giant Variable Annuity Fund in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $13M |
| Employer EIN | 862048100 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw-Giant Variable Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Ufcw-Giant Variable Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 79.70166416988654% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,713 | $29M |
| 2023 | 1 | 9,179 | $40M |
| 2024 | 1 | 9,542 | $53M |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $20.4B · 332,362
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.3B · 18,014
- Bakery & Confectionery Union & Industry International Pension Fund $6.6B · 14,954
- National Automatic Sprinkler Industry Pension Fund $4.8B · 15,964
- Major League Baseball Players Pension Plan $4.8B · 1,091
Scale composition for Ufcw-Giant Variable Annuity Fund
Ufcw-Giant Variable Annuity Fund reports $53M in end-of-year assets across 9,542 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $5,515 per participant (4% of the national average assets-per-participant) . Net income for plan year 2024 was $13M.
This plan identity (EIN 862048100, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $29M to $53M (+79.7%) while covered participants moved from 9,713 to 9,542 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,713 | $29M | Open filing |
| 2023 | 9,179 | $40M | Open filing |
| 2024 · index core | 9,542 | $53M | This page |
Ufcw-Giant Variable Annuity Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Velocity Credit Union Pension Plan in TX ($53M); by covered participants it is Laboratory Corporation of America Holdings Cash Balance Retirement Plan in NC (9,540 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Velocity Credit Union Pension Plan (TX) $53M · 87
- Northwestern Energy Sd/Ne Pension Plan (MT) $53M · 117
- The Legal Aid Society Retirement Plan (NY) $53M · 67
- Nysa-Ppgu Pension Fund & Plan (NJ) $53M · 198
Similar participant headcount
Nearest other-state filings by covered participants (9,542 participants); asset peers above are excluded.
- Laboratory Corporation of America Holdings Cash Balance Retirement Plan (NC) 9,540 · 2 off
- Kohler Co. Pension Plan (WI) 9,560 · 18 off
- New York State Teamsters Conference Pension & Retirement Fund (NY) 9,522 · 20 off
- Umass Memorial Health Care Pension Plan (MA) 9,506 · 36 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.